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Schwab US TIPS ETF
SCHP

Overview Fund Activity

653 hedge funds and large institutions have $8.1B invested in Schwab US TIPS ETF in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 248 increasing their positions, 227 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+22
Holders Change %
+3.49%
% of All Funds
8.69%
Holding in Top 10
57
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.56%
% of All Funds
0.76%
New
103
Increased
248
Reduced
227
Closed
72
Calls
$2.72M
Puts
–
Net Calls
+$2.72M
Net Calls Change
-$191K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$511M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$402M
3
Empower Advisory Group
Empower Advisory Group
Colorado
+$73.1M
4
NL
NEPC LLC
Massachusetts
+$43.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$481M
2
QCM
Quadratic Capital Management
Connecticut
-$223M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$64.7M
4
Goldman Sachs
Goldman Sachs
New York
-$54.8M
5
SAM
Simplify Asset Management
Nevada
-$38.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
276
Friedenthal Financial
New Jersey
$1.2M +$5.04K +195 +0.4%
MPM
277
Meritage Portfolio Management
Kansas
$1.18M -$200K -7,759 -14%
SAM
278
Sherman Asset Management
California
$1.18M +$1.18M +45,664 New
AFG
279
Atomi Financial Group
New York
$1.17M +$75.3K +2,915 +7%
JPLA
280
Joseph P. Lucia & Associates
New York
$1.15M -$354K -13,694 -24%
FCIM
281
Fairview Capital Investment Management
California
$1.12M +$98.2K +3,800 +10%
HKIM
282
Hayek Kallen Investment Management
Alabama
$1.12M -$218K -8,443 -16%
PHIC
283
Pine Haven Investment Counsel
Massachusetts
$1.11M +$43.6K +1,689 +4%
PG
284
Patten Group
Tennessee
$1.1M +$1.1M +42,511 New
OPS
285
Orion Portfolio Solutions
Nebraska
$1.1M +$137K +5,286 +14%
BCI
286
Brinker Capital Investments
Pennsylvania
$1.1M +$137K +5,286 +14%
MWM
287
Maridea Wealth Management
New York
$1.1M +$1.1M +42,399 New
CIR
288
Clear Investment Research
Georgia
$1.09M +$77.1K +2,983 +8%
SEIA
289
Signature Estate & Investment Advisors
California
$1.08M +$365K +14,131 +51%
LFP
290
Leeward Financial Partners
Washington
$1.07M – – –
Renaissance Technologies
291
Renaissance Technologies
New York
$1.07M -$2.33M -90,300 -69%
AIM
292
Anchor Investment Management
South Carolina
$1.06M -$185K -7,174 -15%
VC
293
Veracity Capital
Georgia
$1.06M +$45.5K +1,763 +4%
CW
294
Curio Wealth
Maryland
$1.05M +$1.05M +40,815 New
EIG
295
Ellenbecker Investment Group
Wisconsin
$1.04M -$1.86M -71,962 -64%
WFA
296
Websterrogers Financial Advisors
South Carolina
$1.03M +$5.32K +206 +0.5%
LC
297
LCNB Corp
Ohio
$1.02M – – –
HWM
298
Horizons Wealth Management
North Carolina
$1.02M +$230K +8,893 +29%
LWA
299
LifeGoal Wealth Advisors
New York
$1.01M +$1.01M +39,219 New
Betterment LLC
300
Betterment LLC
New York
$1.01M +$3.07K +119 +0.3%
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